Use cases
Built around the people who own the relationship.
Implementation specialists
Run onboarding without babysitting five tabs
Your customer's real status — support tickets, product adoption, billing state — shows up next to the onboarding plan itself, so you know where to spend time before a customer has to tell you.
Onboarding managers
See the whole book of business at a glance
Instead of asking each specialist for a status update, see live health across every active onboarding, sorted by what actually needs attention this week.
Partner managers
Track partner health the same way you track customer health
ISV, telco, and VAR relationships get the same cross-tool visibility as direct customers — one layer, not a separate spreadsheet per partner type.